See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,447 | $112,096+155.5% | $95,952+198.5% | $158,922+80.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.48% | 171.09%-168.6pp | 91.61%-89.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $16,915 | $3,198+428.9% | $2,541+565.7% | $4,761+255.3% |
| Participant deferral / active EE | $7,223 | $4,784+51.0% | $4,167+73.3% | $5,982+20.7% |
| Admin fee / account holder | $1,436 | $10,130-85.8% | $6,795-78.9% | $11,246-87.2% |